TrueWealth LLC’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-85
Closed -$2K 827
2018
Q2
$2K Hold
85
﹤0.01% 730
2018
Q1
$2K Sell
85
-324
-79% -$7.62K ﹤0.01% 697
2017
Q4
$11K Buy
+409
New +$11K 0.01% 485